For learners with multiple observers, you can assign an EOY evaluator in the selection pane by clicking Select an evaluator and choosing the appropriate name. Assignments made here save automatically, so once you assign an EOY evaluator the learner is removed from the selection pane.

Helpful Hint: Use the Search field in the top right to find a specific learner. You can also use the filters at the top of the selection pane to refine your list. For instructions on using filters, see EOY Reports - Using Filters.

Assigning Evaluators to Learners with a Bulk Upload (learners with no observer or multiple observers)

You can easily assign EOY evaluators to multiple learners by uploading a .csv, .xls or .xlsx file (comma separated values or spreadsheet) of unassigned learners. The following conditions must be true in order to use bulk upload:

Only learners without an EOY evaluator assignment can be included in the .csv (or .xlsx/.xls) and assigned an evaluator.

The learner and intended evaluator must have a learner-observer relationship established in advance. For instructions on managing learner-observer relationships, see Managing Obsever Learner Relationships.

Creating the .csv (.xlsx or .xls)

Prior to the bulk upload, you must create a .csv, .xlsx or .xls file that includes user data the system needs to assign EOY evaluators to learner accounts. Data must be entered in the proper fields and in the proper format to successfully assign.

Click the Download unassigned learners link to download a spreadsheet of all unassigned learners. The file contains only the fields needed for an EOY evaluator assignment.

You may remove the records of users you do not wish to assign at this time by deleting the users' names or rows from the spreadsheet.

Enter the EOY evaluators' emails in the email fields.

Uploading the .csv (.xlsx or .xls)

Click the Upload Evaluator Assignments button to open an uploading tool, which guides you through the process of uploading learners' evaluator assignments.

In the dialog box, click Select evaluator assignments file to upload to start the upload process.

Navigate to and select your upload file.If you did not prepare your file in advance, you can click the downloadable list of learners link to open a spreadsheet populated with your unassigned learners.

If you want to remove the file, click Remove. It’s easy to upload again!

Click Upload.

Upload errors

A confirmation displays your assignment status and the number of assignments successfully completed. If there are any errors in the data, or if learners in the data sheet already have an evaluator assignment, the system provides a link to an error report.

Click the link in the error message to download an error report, which displays the errors that prevented learners' assignments.

You can correct the errors directly on the error report and reuse it again in the upload process.